Financial Planning

• • Week 1-Financial planning environment: Compliance and Ethics
  • Week 2-Financial planning environment: Compliance and Ethics (cont)
  • Week 3-Financial planning skills
  • Week 4-Financial Planning Skills & Taxation
  • Week 5-Non Superannuation Investments
  • Week 6-Non Superannuation Investments (cont)
  • Week 7-Superannuation
  • Week 8-Superannuation (cont) & Retirement.
  • Week 9-Insurance and personal risk
  • Week 10-General insurance/Credit & Home Ownership
  • Week 11-Credit and home ownership
  • Week 12-Estate Planning
  • Week 13-Social Security

No eligibility requirements

Additional requirements

No additional requirements

The subject Financial Planning will help you gain an understanding of how financial advisers and support staff are part of a large industry that provides necessary services to the community and contributes to Australia’s economic performance. Working through this subject should also help you understand what factors affect the various job tasks that advisers do.

The financial services industry is undergoing rapid change, with new jobs being created and other jobs disappearing. The way in which financial advisers work today is very different from the way things were ten years ago. And the way in which you will work in five or ten years is expected to be very different from now. This subject is intended to help you understand these changes and to prepare you to be part of these changes.

The aim of Financial Planning is to develop a strong foundation for students wishing to pursue a career in the financial services industry, as well as providing invaluable knowledge and skills in personal finance. Upon completion of this course, students should have an understanding of the regulatory framework governing the Australian financial services industry and possess basic financial planning skills in investment advice

The `key areas' that are important for the financial planning process are examined, namely: the regulatory framework; investments; managed funds; superannuation; home ownership; risk management and insurance; taxation; consumer credit; social security; estate planning.

• Multiple Choice Quizzes x3 (30%)
• Final Exam (40%)
• Financial Planning Analysis (30%)

Current study term: 10 Jul 22 to 16 Oct 22

Next study term: 09 Jul 23 to 15 Oct 23